The Diamond Podcast for Financial Advisors
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry l
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Recent Episodes
One-on-One with Rudy Adolf: How Focus Financial Partners Revolutionized RIA M&A—and Went Public in the Process
Rudy Adolf describes how the idea of Focus Financial Partners evolved, filling a gap in how independent financial advisors accessed capital, resources...
Industry Update: How to Maximize Your Career Enterprise Value
Advisors invest their time, energy, and talents in serving clients and fostering business growth. Ultimately, they are creating career enterprise value....
How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis
Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on...
Industry Update: Should You Consider a Move When Markets are Turbulent?
It’s common for financial advisors to share that they are uncomfortable thinking about a move when the markets are unsettled. But how does an advisor...
Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how...
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